Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,745 | $63,346+36.9% | $92,240-6.0% | $70,126+23.7% |
| Participation rate | 67.6% | 68.7%-1.1pp | 76.5%-8.9pp | 69.5%-2.0pp |
| Annual return | 18.97% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $117 | $2,471-95.2% | $3,680-96.8% | $2,343-95.0% |
| Participant deferral / active EE | $1,174 | $2,854-58.9% | $3,897-69.9% | $3,332-64.8% |
| Admin fee / account holder | $3,867 | $3,841+0.7% | $5,194-25.6% | $4,645-16.8% |